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JOURNEY STRATEGIC WEALTH LLC: IJH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOURNEY STRATEGIC WEALTH LLC on IJH, newest first. How the timeline and the estimate are built.

JOURNEY STRATEGIC WEALTH LLC held 383,153 IJH shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 383,153 shares
    Change vs previous 13F -2,894 shares

    0.64% of the 13F portfolio, value $25,874,347.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 386,047 shares
    Change vs previous 13F -506 shares

    0.67% of the 13F portfolio, value $25,479,147.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 386,553 shares
    Change vs previous 13F -121 shares

    0.71% of the 13F portfolio, value $25,226,477.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 386,674 shares
    Change vs previous 13F -2,478 shares

    0.78% of the 13F portfolio, value $23,981,531.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 389,152 shares
    Change vs previous 13F +74,100 shares

    0.79% of the 13F portfolio, value $22,707,049.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 315,052 shares
    Change vs previous 13F +16,978 shares

    0.73% of the 13F portfolio, value $19,630,920.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 298,074 shares
    Change vs previous 13F -430 shares

    0.68% of the 13F portfolio, value $18,576,002.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 298,504 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $17,468,481.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).